How to Log An Already Completed Task in UPilot?

In UPilot, not only you can schedule an upcoming task but you can also log a past activity which has already been completed. By logging a task, you can easily keep track of activities done for a contact or a deal. Moreover, you can include the points discussed as notes in the logged task keeping all conversations and data in a single place.

To log an already completed activity:

Open the contact or deal you need to log a task for

Click on “Tasks” on the right side of the contact view page

Click on “Log an activity” and select the type of task from the drop-down

Select the completion date in task creation page. Here you can also change other optional fields such as Responsible, Related Contact etc.

Click on “Log activity”.

Your task has now been successfully logged.

Pro Tip:

All logged tasks can be viewed on contacts and deals in the history tab which helps you to get information for further follow-ups.

This article is a part of the ‘Tasks’ series. Articles in this series include: